MP
PG icon

McDonald Partners’s Procter & Gamble PG Stock Holding History

McDonald Partners’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$574K Buy
3,972
+16
+0.4% +$2.43K 0.14% 130
2025
Q4 		$567K Sell
3,956
-2,323
-37% -$343K 0.18% 120
2025
Q3 		$965K Sell
6,279
-4,901
-44% -$765K 0.29% 86
2025
Q2 		$1.79M Sell
11,180
-169
-1% -$27.6K 0.43% 69
2025
Q1 		$1.94M Buy
11,349
+458
+4% +$76.7K 0.51% 58
2024
Q4 		$1.83M Buy
10,891
+48
+0.4% +$8.18K 0.47% 61
2024
Q3 		$1.88M Buy
10,843
+327
+3% +$55.5K 0.47% 62
2024
Q2 		$1.73M Buy
10,516
+218
+2% +$35.6K 0.46% 61
2024
Q1 		$1.67M Sell
10,298
-46
-0.4% -$7.21K 0.46% 65
2023
Q4 		$1.52M Buy
10,344
+119
+1% +$17.6K 0.45% 66
2023
Q3 		$1.49M Sell
10,225
-1,948
-16% -$298K 0.49% 60
2023
Q2 		$1.85M Sell
12,173
-795
-6% -$120K 0.56% 48
2023
Q1 		$1.93M Sell
12,968
-551
-4% -$78.8K 0.62% 45
2022
Q4 		$2.05M Buy
13,519
+957
+8% +$134K 0.7% 39
2022
Q3 		$1.59M Sell
12,562
-842
-6% -$120K 0.61% 48
2022
Q2 		$1.93M Sell
13,404
-715
-5% -$107K 0.49% 54
2022
Q1 		$2.16M Buy
14,119
+2,419
+21% +$378K 0.47% 59
2021
Q4 		$1.91M Sell
11,700
-2,401
-17% -$356K 1.77% 19
2021
Q3 		$1.97M Sell
14,101
-156
-1% -$22.1K 0.46% 60
2021
Q2 		$1.92M Buy
14,257
+187
+1% +$25.3K 0.45% 62
2021
Q1 		$1.91M Sell
14,070
-977
-6% -$127K 0.49% 60
2020
Q4 		$2.09M Buy
+15,047
New +$2.1M 0.59% 47

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McDonald Partners's PG Position: Q1 2026 in Review

McDonald Partners increased its Procter & Gamble (PG) stake by 0.4% in Q1 2026, buying an estimated $2.43K and bringing the position to 3,972 shares worth $574K. The position accounts for 0.14% of the portfolio, ranked #130.

McDonald Partners first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.16M in Q1 2022. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • McDonald Partners held 3,972 shares of Procter & Gamble worth $574K as of Q1 2026.
  • McDonald Partners bought 16 Procter & Gamble shares in Q1 2026, an estimated $2.43K.
  • Procter & Gamble made up 0.14% of McDonald Partners's portfolio in Q1 2026, its #130 holding.
  • McDonald Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Procter & Gamble position peaked at $2.16M in Q1 2022.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.